# Thomas Schulte

> Thomas Schulte is a fee-only financial advisor at Napier Financial in Santa Clarita, California, who holds the CFP credential. Thomas focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-schulte/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Napier Financial
- **Based in:** Santa Clarita, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $587.9M across 993 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 6357966 (https://adviserinfo.sec.gov/individual/summary/6357966)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://napierfinancial.com/

## Frequently asked questions

### Is Thomas Schulte a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Napier Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Schulte based?

Thomas Schulte is based in Santa Clarita, California.

### What does Thomas specialize in?

Thomas's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Thomas works with multi-generational families.

### What credentials does Thomas Schulte hold?

Thomas Schulte holds the CFP credential.

### Is Thomas Schulte registered with the SEC?

Yes. Thomas Schulte is registered as an investment adviser representative in CA (CRD 6357966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Napier Financial manage?

Napier Financial reports $587.9M across 993 accounts in assets under management.

### How do I contact Thomas Schulte?

Through Thomas's website, napierfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6357966): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://napierfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.